First Capital Equity Fund is a collective investment scheme that invests in shares of companies listed on the Colombo Stock Exchange. They are long term investments, ideally suited for investors with a 5-10 year investment horizon in mind. Investments in listed shares have higher risk than investments in fixed income instruments and they can be expected to yield higher returns. You can enjoy tax-free income and loan facilities against your investment fund.
The Unit Trusts Funds are managed by First Capital Asset Management Limited a subsidiary of First Capital Holdings PLC, a full service investment bank rated A- and listed on the Colombo Stock Exchange.
First Capital Asset Management Limited is regulated by the Securities and Exchange Commission of Sri Lanka, while the Bank of Ceylon acts as the trustee and custodian of the funds.